KBART Automation FAQs (Sage Journals and Sage Learning Resources)

TABLE OF CONTENTS

• What is KBART Automation?
• Why does Sage have two KBART Automation tokens?
• Which Sage products are included in KBART Automation on Sage Journals?
• Which Sage products are included in KBART Automation in Secure Center?
• Is CQ Researcher included in KBART Automation?
• Which DSPs does Sage have KBART Automation for?
• How do I implement KBART Automation?
• What if our library doesn't use KBART Automation?
• What if KBART automation isn't available for my DSP?
• What happens when entitlements change with KBART automation?
• Can you explain the different terminology used by publishers and DSPs?
• What if I need to make a change to my KBART automation?
• How frequently will the feed update?
• What should I do if I see an error message on my DSP after setup?
• Why does my Sage Journals holdings file include more titles than my institution has a subscription for?
• How are journal title changes handled in Sage Journals autoholdings files?
• What happens to our KBART Automation if our library switches DSP?
• How do I permanently delete my institution ID (token) from my Sage Journals admin account?
• How do I permanently delete my token from Secure Center?
• For Sage Learning Resources, how are titles handled that are shared between platforms?
• Are Open Access titles included? 
• Who do I contact if I have an issue?

What is KBART Automation?

KBART Automation is the automated process whereby your library holdings are updated in your Discovery Service. Once set up with Sage, the updates would occur weekly.

Why does Sage have two KBART Automation tokens?

Sage products are hosted on two different platforms with two different admin areas, Sage Journals and Secure Center. The token from Sage Journals admin will automate the discovery of our journals products apart from the exceptions noted below. The token from Secure Center will automate all Sage Learning Resources products with the exceptions noted below.  

Which Sage products are included in KBART Automation on Sage Journals?

KBART Automation is possible with all products and collections on Sage Journals, except for some individual Gold Open Access (OA) titles. We are actively working to ensure full coverage of our OA content. In the meantime, when setting up Sage Journals autoholdings we strongly recommend activating the separate GOLD Open Access collection to ensure comprehensive coverage of all Open Access content.

Which Sage products are included in KBART Automation in Secure Center?

KBART Automation is possible with Sage Research Methods (except for Sage Research Methods Podcasts), Sage Research Methods Foundations (as a single line in the KBART file), CQ Press Books, CQ Researcher (as a single line in the KBART file), Sage Business*, Sage Skills*, Sage Video*, and Sage Reference & Books*. 

*These products were known formerly as Sage Knowledge.

KBART automation is not set up with Sage Research Methods Podcasts, Sage Data, Sage Campus, other CQ Press products (outside of CQ Press Books and a single line for CQ Researcher), and Catalyst.

Is CQ Researcher included in KBART Automation?

CQ Researcher is included as a single line in the automation with the URL linking to the CQ Researcher homepage. 

Which DSPs does Sage have KBART Automation for?

Sage currently has integrations with Ex Libris Alma and OCLC WorldCat. We do not currently have plans to integrate with Ex Libris SFX or EBSCO.

How do I implement KBART Automation?

You can implement KBART Automation for Sage Journals and Secure Center by using a token specific to your institution in our Sage Journals/Secure Center admin area. For step-by-step instructions, please see How do I implement KBART Automation? (Sage Journals and Sage Learning Resources).

What if our library doesn't use KBART Automation?

If your library doesn't use KBART Automation, please continue to use the standard configuration processes your DSP requires.

What if KBART automation isn't available for my DSP?

If Sage doesn't have KBART Automation compatibility with your DSP, please continue to use the standard configuration processes your DSP requires.

What happens when entitlements change with KBART automation?

If you have KBART Automation activated with OCLC WorldCat or Ex Libris Alma and your Sage entitlements change, they will update automatically in your discovery system on a weekly basis. If you do not have KBART Automation set up with either of these services, please update your collections following your DSP's standard process.

Can you explain the different terminology used by publishers and DSPs?

There is no consistency in what different publishers and discovery service providers name the unique key, which is required to enable integration. Examples of terminology commonly used include:

• Institution ID
• Key
  
• Token ID
• API key
• API token
• Institution token ID

Examples of unique keys generated by our platforms include:

• Secure Center: 12eed3d4-bfe5-67a8-91f2-34bf5678c912
• Sage Journals: PGURLO5SMUC0BQIYN02OQ0MECW8NTO

What if I need to make a change to my KBART automation?

You can make changes to your KBART Automation implementation in the admin area on Sage Journals or Secure Center.

How frequently will the feed update? 

Following the one-time KBART automation setup, holdings data for your institution will be automatically transferred to your discovery service knowledge base via API every Friday.  
 
Please note that depending on the day you set up the feed, your DSP may initially display an error message until the automation feed runs for the first time. If this happens, please wait until the following week to see the updated data.

What should I do if I see an error message on my DSP after setup?

After setting up the feed, your DSP may initially display an error message until the automation feed runs for the first time. This is because holdings data for your institution is transferred automatically every Friday. If this happens, please wait until the following week to see the updated data.

Why does my Sage Journals holdings file include more titles than my institution has a subscription for?

Following KBART recommended practice, Sage Journals KBART Automation files include Open Access and free to read content in addition to subscriptions.

How are journal title changes handled in Sage Journals autoholdings files?

When a journal changes its title, each version is listed as a separate row in the autoholdings file, with its own ISSN or eISSN as applicable, and clearly defined coverage dates. This ensures accurate and consistent tracking of access rights and metadata over time. 

For Sage Learning Resources, how are titles handled that are shared between platforms?

In the case of OCLC automation, matching is based on title IDs not ISBNs. With Ex Libris Alma, matching is based on URLs. The dual-platform titles that have the same ISBN but a different URL will still be activated and will work for the customers who have just one platform entitlement or both. 

Are Open Access titles included?

While most Gold Open Access (OA) titles are included in the Sage Journals KBART Automation files, some individual OA titles may be missing. We are actively working to ensure full coverage of our OA content. 
 
In the meantime, we strongly recommend activating the separate GOLD Open Access collection to ensure comprehensive coverage of all Open Access content. Please note subscription and free-to-read content are available in full. 

What happens to our KBART Automation if our library switches DSP?

You should revoke your KBART Automation in Sage Journals using the instructions below labelled 'How do I permanently delete my institution ID (token) from my Sage Journals admin account?' or 'How do I permanently delete my token from Secure Center?'. If you move to a DSP compatible with Sage (OCLC WorldCat or Ex Libris Alma) you will be able to set it up again.

How do I permanently delete my institution ID (token) from my Sage Journals admin account?

1. Log in to Sage Journals.
2. Navigate to "Holdings automation" under the "Institutional profile" section of the profile page menu:
     
3. Under "Active tokens", select “Revoke” alongside the token you wish to delete, and then again in the dialogue box:

For further guidance, please see the attached video below.

How do I permanently delete my token from Secure Center?

1. Log in to Secure Center
2. Navigate to your "Account Detail" section and click on "Electronic Holdings Automation" in the right-hand side bar: 
3. Click on "Revoke" and then again on "Revoke" button: 

For further guidance, please see the attached video below.

Who do I contact if I have an issue?

Please contact onlinesupport@sagepub.co.uk